Manage Roles

Manage Roles enables you to add new roles and set permissions according to your requirement. You can edit and delete roles as well.

Prerequisites:

1. You have your Deskera CRM URL in place.

2. You are the administrator of Deskera CRM.

3. Ensure good internet connectivity.

Add Role

Step 1: Go to User Management under Administration widget in Deskera CRM.Fig 5.1.2.1 Deskera CRM Dashboard

Step 2: Click on Manage Roles.Fig 5.1.2.2 User Management

Step 3: Click on Add Role.Fig 5.1.2.3 Add Role

Step 4: Fill in the details and enable the required settings under each module. Click on Submit to create a new role. Fig 5.1.2.4 Add Role

You can see the new role created.Fig 5.1.2.5 Add Role

Edit Role

Step 1: Select the role and click on Edit Role. Fig 5.1.2.6 Edit Role

Step 2: Make the required changes and click on Submit. Fig 5.1.2.7 Edit Role

Delete Role

Step 1: Select the role and click on Delete.Fig 5.1.2.8 Delete Role

Step 2: Click on Yes to delete. The role will be deleted.  Fig 5.1.2.9 Delete Role